SUPPLIER EYE

Across the industry, strategic planners from OEMs and suppliers alike are scratching their heads. The number of strategic directions they currently face is unprecedented. Combine global trade friction (China tariffs), high interest rates, a pausing EV transition, new OEM players and the U.S. political environment - one could build scenarios all day to cover the possibilities.

Given this rocky environment, a new approach is required. Trusting one forecast as a basis for all strategic decisions may be inadequate in capturing the major vehicle market possibilities. A quick examination of the key variables underscores the challenge.